Semiconductor News & Analysis Feed
3813 articles
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Healthcare of Ontario Pension Plan Trust Fund Sells 919,441 Shares of Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
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KEY POINTS
Healthcare of Ontario Pension Plan Trust Fund cut its Texas Instruments stake by 61.2% in Q4, selling 919,441 shares and leaving it with 583,876 shares valued at about $101.3 million.
Texas Instruments reported be
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Infusive Asset Management Inc. Purchases Shares of 12,813 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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Infusive Asset Management Inc. purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Dockside LLC Purchases New Holdings in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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KEY POINTS
Dockside LLC opened a new position in ASML during the fourth quarter, buying 1,713 shares valued at about $1.83 million.
Institutional interest in ASML remains broad, with several other funds modestly increasing their stakes; overall, 26.07% of the stock i
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Dymon Asia Capital Singapore PTE. LTD. Buys Shares of 1,876 ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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Dymon Asia Capital Singapore PTE. LTD. bought a new stake in ASML Holding N.V. (NASDAQ:ASML - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The f
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
LRT Capital Management LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
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KEY POINTS
LRT Capital Management cut its Texas Instruments stake by 54.7% in the fourth quarter, selling 8,283 shares and leaving it with 6,851 shares worth about $1.19 million.
Analysts are mixed on TXN: recent calls ranged from “market
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Dockside LLC Acquires New Stake in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
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KEY POINTS
Dockside LLC opened a new position in Texas Instruments, buying 8,214 shares in the fourth quarter valued at about $1.425 million.
Texas Instruments reported better-than-expected earnings for the latest quarter, with EPS of $1.68 versus $1.37 expec
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Boosts Stock Position in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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Arrowstreet Capital Limited Partnership boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 195.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
NVIDIA Corporation $NVDA is Biondo Investment Advisors LLC's 3rd Largest Position
Written by MarketBeat
June 14, 2026
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Biondo Investment Advisors trimmed its NVIDIA stake by 11.3% in the fourth quarter, but NVDA still remains its 3rd-largest holding, making up 6.8% of the portfolio and worth about $56.5 million.
Despite some mixed market commentary, anal
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Altrafin AG Takes $15.30 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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Altrafin AG acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commi
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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KEY POINTS
Arrowstreet Capital cut its stake in Taiwan Semiconductor Manufacturing by 22.9% in the fourth quarter, selling 641,578 shares and leaving it with 2,159,562 shares valued at about $656.3 million.
Desp
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by Arax Advisory Partners
Written by MarketBeat
June 14, 2026
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KEY POINTS
Arax Advisory Partners reduced its NVIDIA stake by 28.9% in the fourth quarter, selling 121,960 shares and leaving it with 299,895 shares worth about $55.9 million.
NVIDIA reported strong quarterly results, beating EPS and revenue estimates with $1.87
2026-06-14
simplywall.st
2026-06-14
simplywall.st
Germany/Semiconductors/XTRA:IFX
Infineon Technologies (XTRA:IFX) Stock After China GaN Sales Ban A Fresh Look At Valuation
June 14, 2026
Simply Wall St
Infineon Technologies (XTRA:IFX) is under fresh scrutiny after China’s Supreme People’s Court upheld a sales injunction on its Gallium Nitride products in mainland China, ending a key patent dispute with Innoscience.
See our latest analysis for I
2026-06-14
macaubusiness.com
2026-06-14
Macau Business
SUZHOU, China, June 13, 2026 /PRNewswire/ — In a landmark decision for the global semiconductor industry, the Supreme People’s Court of China has officially issued a final review decision sustaining a sales injunction against Infineon Technologies. The ruling means that effective immediately, Infineon is prohibited from selling its relevant Gallium Nitride (GaN) products within mainland China, mar
2026-06-14
seekingalpha.com
2026-06-14
Seeking Alpha
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ON Semiconductor: Growth Recovery Underway With Margin Expansion
Jun 14, 2026, 2:21 AM ETON Semiconductor Corporation (ON) Stock
Khaveen Investments
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Revenue growth is recovering, led by AI data center momentum and stabilization in automotive and industrial segments, though automotive faces competiti
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:ACLS
Axcelis Technologies (ACLS) Stock Valuation After Sector Rally In Semiconductor Equipment Stocks
June 14, 2026
Simply Wall St
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Axcelis Technologies (ACLS) is back on traders’ screens after a sector wide rally in semiconductor equipment stocks, as renewed interest in chip manufacturing demand and capital spending lifted the shares.
See our
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Wells Fargo Sees Greater Upside in Qualcomm (QCOM) Ahead of Investor Day
Published on June 14, 2026 at 12:23 am by VARDAH GILL in News
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QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best S&P 500 Dividend Stocks to Buy Right Now.
Wells Fargo raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $230 from $160 on June 12. It reiterated an Equal Weight r
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
pulse2.com
2026-06-14
Pulse 2.0
Applied Materials announced the expansion of its manufacturing and research and development operations in Singapore with a new $500 million (S$600 million) Tampines Campus designed to support the growing global demand for semiconductors driven by artificial intelligence.
The new facility more than doubles the company’s advanced cleanroom capacity in Singapore and strengthens its global manufactur